Filed June 17, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,602 | $54,705+113.1% | $71,209+63.7% | $84,808+37.5% |
| Participation rate | 95.1% | 64.1%+31.0pp | 73.8%+21.3pp | 68.3%+26.8pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,642 | $2,158+254.2% | $2,721+180.9% | $2,631+190.5% |
| Participant deferral / active EE | $7,639 | $3,030+152.1% | $4,175+83.0% | $4,212+81.4% |
| Admin fee / account holder | $14,165 | $4,863+191.3% | $5,349+164.8% | $7,344+92.9% |